WOMEN IN HVACR INC (EIN 200346876) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

LORI TSCHOHL

Phone

4808058403

Tax Period

2023-01-01 to 2023-12-31

WOMEN IN HVACR INC, founded in 2003, is a small nonprofit in the Employment sector that reported $858K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $280K, a strong 33% operating margin.

Mission

TO FURTHER THE GROWTH OF WOMEN IN THE HVACR INDUSTRY IN ALL LEVELS FROM THE FIELD TO SALES TO MANAGEMENT TO OWNERSHIP.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $65,534

Program Service Revenue $790,096

Investment Income $377

Other Revenue $2,175

TOTAL REVENUE $858,182

Expense Breakdown

Grants Paid $34,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $459,785

Other Expenses $543,791

TOTAL EXPENSES $577,791

Year-over-Year Comparison

	2023	2022	Change
Revenue	$858,182	$654,109	+0.3%
Expenses	$577,791	$580,844	0.0%
Net Income	$280,391	$73,265	+2.8%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARCIA CHRISTIANSEN	PRESIDENT	5.00	Officer Director	$0	$0	$0
COLLEEN KEYWORTH	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
LORI TSCHOHL	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
ERICA LEONOR	SECRETARY	5.00	Officer Director	$0	$0	$0
SARAH SAGREDO-HAMMOND	TREASURER	5.00	Officer Director	$0	$0	$0
LAURELYN ARRIAGA	CO-TREASURER	5.00	Officer Director	$0	$0	$0
KRISTIN GALLUP	DIRECTOR	5.00	Director	$0	$0	$0
TANYA STEINDL	DIRECTOR	5.00	Director	$0	$0	$0
BECKY HOELSCHER	DIRECTOR	5.00	Director	$0	$0	$0
LINDA RODRIGUEZ	DIRECTOR	5.00	Director	$0	$0	$0
JANE SIDEBOTTOM	DIRECTOR	5.00	Director	$0	$0	$0
CRYSTAL WILLIAMS	DIRECTOR	5.00	Director	$0	$0	$0
KERRI CUPP	DIRECTOR	5.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$858,182	$577,791	$702,340	$280,391
2022	$654,109	$580,844	$387,298	$73,265
2021	$273,299	$191,522	$295,512	$81,777
2020	$139,874	$85,437	$197,724	$54,437
2019	$219,527	$147,489	$137,251	$72,038

WOMEN IN HVACR INC